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Invesco BulletShares 2025 Municipal Bond ETF (BSMP) Institutional Ownership

Invesco BulletShares 2025 Municipal Bond ETF logo
$24.58 0.00 (0.00%)
As of 01/17/2025 03:59 PM Eastern

Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2025 Municipal Bond ETF (NASDAQ:BSMP)

Number of
Institutional Buyers
(last 12 months)
66
Total
Institutional Inflows
(last 12 months)
$41.85M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$14.78M
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BSMP Institutional Buying and Selling by Quarter

Invesco BulletShares 2025 Municipal Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025Avior Wealth Management LLC1,791$44K0.0%-97.4%0.018%
1/17/2025Davis Capital Management18,533$454K0.4%-7.2%0.183%
1/15/2025 Astoria Portfolio Advisors LLC.34,034$835K0.3%-6.6%0.337%
1/15/2025 CGN Advisors LLC61,986$1.52M0.1%-3.4%0.614%
1/15/2025 Carnegie Investment Counsel64,005$1.57M0.0%-5.6%0.634%
1/14/2025 Tlwm21,579$529K0.1%+2.2%0.214%
1/13/2025 Sentinel Pension Advisors Inc.35,506$870K0.2%+20.8%0.352%
1/13/2025 Claro Advisors LLC12,960$318K0.0%+46.1%0.128%
1/10/2025 Wealth Enhancement Advisory Services LLC18,605$456K0.0%N/A0.184%
1/7/2025 Horizons Wealth Management13,189$323K0.2%-4.4%0.131%
1/2/2025 Confluence Investment Management LLC205,599$5.04M0.1%-3.2%2.164%
12/26/2024JPMorgan Chase & Co.28,445$697K0.0%+225.8%0.299%
11/15/2024MML Investors Services LLC91,973$2.25M0.0%+31.6%0.968%
11/15/2024Jane Street Group LLC47,463$1.16M0.0%-83.8%0.500%
11/15/2024Stifel Financial Corp20,242$496K0.0%+24.3%0.213%
11/15/2024Integrated Wealth Concepts LLC147,545$3.61M0.0%+4.7%1.553%
11/14/2024Captrust Financial Advisors21,340$523K0.0%+6.4%0.225%
11/14/2024Atlantic Union Bankshares Corp182,746$4.48M0.3%+36.4%1.924%
11/12/2024Meridian Wealth Management LLC30,545$748K0.0%+19.3%0.322%
11/8/2024Avior Wealth Management LLC68,165$1.67M0.1%+72.2%0.718%
11/8/2024PNC Financial Services Group Inc.81,570$2.00M0.0%+28.2%0.859%
11/7/2024Thrivent Financial for Lutherans29,948$734K0.0%+33.9%0.315%
11/6/2024River Street Advisors LLC15,537$381K0.2%+14.3%0.164%
11/6/2024OneDigital Investment Advisors LLC47,955$1.17M0.0%+34.4%0.505%
11/5/2024Paulson Wealth Management Inc.40,739$998K0.3%+17.1%0.429%
11/5/2024Aptus Capital Advisors LLC69,219$1.70M0.0%+6.3%0.729%
11/4/2024Addison Advisors LLC10,170$249K0.1%+22.9%0.107%
10/31/2024 Confluence Investment Management LLC212,421$5.20M0.1%-5.8%2.236%
10/29/2024Key Financial Inc87,040$2.13M0.5%+44.1%0.916%
10/29/2024Farther Finance Advisors LLC1,034$25K0.0%-95.9%0.011%
10/28/2024Creative Financial Designs Inc. ADV4,041$99K0.0%N/A0.043%
10/28/2024Hills Bank & Trust Co20,018$490K0.0%+16.6%0.213%
10/28/2024Focus Financial Network Inc.53,715$1.32M0.1%+11.1%0.571%
10/25/2024Voisard Asset Management Group Inc.29,354$719K0.3%+1.9%0.312%
10/25/2024MONECO Advisors LLC47,611$1.17M0.1%+52.3%0.507%
10/24/2024Clear Harbor Asset Management LLC18,796$460K0.0%+14.6%0.200%
10/22/2024Foundry Financial Group Inc.8,200$201K0.1%N/A0.087%
10/22/2024Private Advisor Group LLC45,433$1.11M0.0%-1.5%0.483%
10/21/2024Denver Wealth Management Inc.54,123$1.33M0.6%+5.3%0.576%
10/18/2024Resonant Capital Advisors LLC80,445$1.97M0.1%-1.7%0.856%
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10/18/2024AA Financial Advisors LLC40,123$983K0.3%+4.3%0.427%
10/18/2024Raymond James & Associates105,673$2.59M0.0%-26.5%1.124%
10/18/2024Precedent Wealth Partners LLC63,891$1.57M0.5%+20.7%0.680%
10/17/2024 Claro Advisors LLC44,367$1.09M0.1%+400.6%0.472%
10/16/2024Cornerstone Wealth Management LLC34,293$840K0.1%+5.3%0.365%
10/16/2024 Sentinel Pension Advisors Inc.29,390$720K0.1%+9.5%0.313%
10/16/2024Asset Dedication LLC97,811$2.40M0.2%+5.1%1.041%
10/10/2024Webster Bank N. A.52,774$1.29M0.1%+62.1%0.561%
10/8/2024CWM LLC332,110$8.13M0.0%-1.5%3.533%
10/8/2024 Tlwm21,120$517K0.1%-7.2%0.225%
10/1/2024Davis Capital Management19,975$489K0.4%-15.4%0.220%
8/28/2024Farmers National Bank51,302$1.25M0.4%-2.2%0.564%
8/16/2024Northwestern Mutual Wealth Management Co.76,198$1.85M0.0%+24.8%0.837%
8/16/2024NewEdge Advisors LLC122,988$2.99M0.0%+4.2%1.352%
8/14/2024Bank of Montreal Can59,571$1.44M0.0%-26.4%0.655%
8/8/2024Envestnet Asset Management Inc.157,329$3.82M0.0%+15.0%1.729%
8/7/2024Ashton Thomas Private Wealth LLC2,542$62K0.0%N/A0.028%
8/6/2024Koss Olinger Consulting LLC9,365$227K0.0%N/A0.103%
8/6/2024Asset Dedication LLC93,106$2.26M0.2%-1.5%1.023%
8/5/2024Private Advisor Group LLC46,106$1.12M0.0%-4.3%0.507%
8/5/2024Addison Advisors LLC8,275$201K0.1%-9.1%0.091%
8/1/2024Resonant Capital Advisors LLC81,827$1.99M0.2%-3.4%0.919%
7/31/2024Aptus Capital Advisors LLC65,138$1.58M0.0%+3.3%0.732%
7/31/2024Farther Finance Advisors LLC25,194$612K0.0%+7.8%0.283%
7/31/2024Commonwealth Equity Services LLC289,966$7.04M0.0%-1.5%3.258%
7/30/2024WESPAC Advisors LLC17,328$421K0.3%-50.0%0.195%
7/30/2024Key Financial Inc60,408$1.47M0.4%+67.5%0.679%
7/26/2024AlphaStar Capital Management LLC39,957$971K0.1%+22.4%0.449%
7/26/2024First Command Advisory Services Inc.9,660$235K0.0%+738.5%0.109%
7/26/2024Paulson Wealth Management Inc.34,783$845K0.2%+20.0%0.391%
7/25/2024Hills Bank & Trust Co17,163$417K0.0%+184.9%0.193%
7/25/2024Atlantic Union Bankshares Corp134,019$3.26M0.2%+19.5%1.506%
7/24/2024Secure Asset Management LLC26,395$641K0.1%+5.1%0.297%
7/23/2024Precedent Wealth Partners LLC52,926$1.29M0.5%+17.7%0.595%
7/22/2024Masso Torrence Wealth Management Inc.21,356$519K0.3%-2.0%0.240%
7/22/2024 Horizons Wealth Management13,803$339K0.3%-59.9%0.155%
7/22/2024Focus Financial Network Inc.48,332$1.18M0.0%-2.4%0.543%
7/22/2024Hobbs Group Advisors LLC36,541$888K0.3%N/A0.411%
7/22/2024 Carnegie Investment Counsel67,805$1.65M0.1%-3.1%0.762%
7/22/2024Denver Wealth Management Inc.51,406$1.25M0.6%-5.0%0.578%
7/19/2024MONECO Advisors LLC31,256$759K0.1%+266.2%0.351%
7/19/2024Raymond James & Associates143,815$3.49M0.0%+1.8%1.616%
7/17/2024Clear Harbor Asset Management LLC16,396$398K0.0%+12.4%0.184%
7/16/2024Cornerstone Wealth Management LLC32,577$791K0.1%+8.4%0.366%
7/16/2024AA Financial Advisors LLC38,484$935K0.3%+8.8%0.432%
7/16/2024Voisard Asset Management Group Inc.28,800$700K0.3%+16.1%0.324%
7/15/2024 Sterling Financial Group Inc.15,287$371K0.2%-12.0%0.172%
7/12/2024Diversify Advisory Services LLC15,686$382K0.0%N/A0.176%
7/12/2024Webster Bank N. A.32,550$791K0.1%+45.6%0.366%
7/12/2024CRA Financial Services LLC16,000$389K0.1%N/A0.180%
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7/10/2024 CGN Advisors LLC64,389$1.56M0.2%-10.4%0.723%
7/10/2024CWM LLC337,110$8.19M0.0%+1.1%3.788%
7/2/2024Davis Capital Management23,610$573K0.5%-9.7%0.265%
7/1/2024 Confluence Investment Management LLC225,588$5.48M0.1%-0.4%2.535%
5/16/2024Jane Street Group LLC392,813$9.56M0.0%+886.3%4.414%
5/14/2024 Sentinel Pension Advisors Inc.21,829$531K0.1%+36.4%0.245%
5/13/2024PAX Financial Group LLC42,474$1.03M0.2%-7.0%0.477%
5/6/2024OLD Second National Bank of Aurora33,176$808K0.2%+6.6%0.373%
5/4/2024Paulson Wealth Management Inc.28,993$706K0.2%+6.5%0.326%
5/3/2024AA Financial Advisors LLC35,375$861K0.3%+26.9%0.397%
(Data available from 1/1/2016 forward)

BSMP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BSMP shares?

During the previous two years, 104 institutional investors and hedge funds held shares of Invesco BulletShares 2025 Municipal Bond ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($9.79M), LPL Financial LLC ($9.54M), CWM LLC ($8.13M), Commonwealth Equity Services LLC ($7.04M), UBS Group AG ($6.02M), Confluence Investment Management LLC ($5.04M), and OneAscent Financial Services LLC ($4.75M).Learn more on BSMP's institutional investors.

Which institutional investors have been buying Invesco BulletShares 2025 Municipal Bond ETF stock?

Of the 98 institutional investors that purchased Invesco BulletShares 2025 Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jane Street Group LLC ($352.99K), CWM LLC ($316.52K), LPL Financial LLC ($236.29K), Confluence Investment Management LLC ($229.07K), OneAscent Financial Services LLC ($195.04K), Atlantic Union Bankshares Corp ($182.75K), and Gateway Wealth Partners LLC ($159.89K).

How much institutional buying is happening at Invesco BulletShares 2025 Municipal Bond ETF?

Institutional investors have bought a total of 4,126,731 shares in the last 24 months. This purchase volume represents approximately $139.52M in transactions.

Which Invesco BulletShares 2025 Municipal Bond ETF major shareholders have been selling company stock?

Of the 40 institutional investors that sold Invesco BulletShares 2025 Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($245.21K), Resonant Capital Advisors LLC ($113.90K), Avior Wealth Management LLC ($66.37K), Raymond James & Associates ($38.14K), CGN Advisors LLC ($38.02K), Private Advisor Group LLC ($31.67K), and Carnegie Capital Asset Management LLC ($28.90K).

How much institutional selling is happening at Invesco BulletShares 2025 Municipal Bond ETF?

Institutional investors have sold a total of 848,860 shares in the last 24 months. This volume of shares sold represents approximately $21.86M in transactions.



This page (NASDAQ:BSMP) was last updated on 1/18/2025 by MarketBeat.com Staff
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